You can apply a filter to any data series in a chart for all chart types. Filters applied to a chart take precedence over any filters applied from the perspective context.
You can include many element types, such as levels, dimensions, or dimension attributes as part of the filter criteria. Each filter selection included in the filter criteria expands the results returns. The following shows an filter selection panel with a multi-select filter by Level: Company A and by Dimension: Customer 1, Customer 2, and Customer 4.
Before You Begin
- Required Permission: Access Discovery.
- Edit access to a shared perspective.
How You Get There
From the nav menu, click Discovery to display the Perspective Overview.
View the perspective and click .
Set up a Filter on a Data Series
You set up default filters on a chart by editing the data series – the Account settings on the Data Settings tab.
The following is a visual flow for selecting a filter.
1 Shows the current filter criteria (if any). You can clear all filters or individual filter sets.
2 Choose an element to start the filter selection process.
3 Search for filter criteria. If you chose Dimensions as the element, the search will find only dimensions that match the query.
4 Browse for the filter criteria.
5 Choose another element.
6 Exit the filter selection panel to go back to the Data Settings tab.
- Put the edit focus on the chart and click the Data Settings tab . Expand the Accounts section and expand the data series.
- For the Filter, click to expand the selection panel. Choose an element.
- Search or browse for the element you want to apply as a filter.
From 1 search results or from 2 the list, click the element to apply it as a filter.
The selection panel displays filter selections at the top. Highlighted elements in the list panel indicate that elements are filter selections.
- Choose another element to apply as a filter. Click the More icon and choose another element from the drop-down, or click Back To Elements and choose another element from the list.
Clear Filters from a Data Series
You can remove a filter set or individual filters.
1 Click Clear to remove all filters.
2 Clear a filter set, click X next to the filter.
3 Clear individual filter criteria. In the search results or filter list, navigate to the element and find the highlighted filter selections. Click to remove from the list of selected filters. The highlight is removed.
Visualize Same Sets of Data
If you have many data series in a chart, you can set the same filter on each account to visualize like sets of data. For example, if you are visualizing sales from two data series and want to see only Canada sales for both, create a filter on each data series using the same filter criteria. For example, change filter settings for Laptop Sales and for Desktop Sales visualize only Canada revenue in pie chart.